Insights for professional partners

Will China roar back from its slump? How can we protect your investments from rising geopolitical conflict, and will the US election make it worse? And how are UK markets reacting to big tax, spending and borrowing increases?

UK CEO pay lags behind US peers - this article explores the reasons, risks of a brain drain, and how Rathbones approaches executive pay as responsible investors.

This recording explores whether elections have accelerated the trend for activist policy and what it means for our long-term investment outlook.

Can we start to anticipate a period of strengthening economic and market recovery following cuts to interest rates by central banks? Our experts share their insights.

With no clear view on which outcome markets would prefer, the battle for the white house is too close to call. Our experts discuss how we need to be prepared for a range of possibilities when making investment decisions.

The new Labour government will be setting out its agenda in more detail soon with its first Budget. There may be big changes coming that affect your finances, or it may be an opportunity for a much-needed reset to encourage investment and boost economic productivity.

In his latest video update, Rathbones co-CIO Ed Smith warns against excessive expectations for US interest rate cuts – and against over-reacting to stock market volatility.

Subsiding inflation has allowed interest rates to fall – but are bond markets factoring in too much?

The US presidential election is looking tight. What would a Democrat or Republican victory mean for markets?

It seemed, at times, that Labour’s Green Prosperity Plan— a pledge to invest £28 billion a year into greening the economy— was destined for death by a thousand cuts. In the end it limped, wounded, into the manifesto. But the taming of Labour’s initial ambition has prompted questions about the party’s devotion to the climate cause.

The UK ship of state is likely to be sailing in calmer waters after some choppy years. That could reduce the massive discount for UK equities, relative to their US cousins.

Explore key investment themes in our latest video: small-cap outperformance, US tech outlook, and when the Fed might cut interest rates next.

As Rachel Reeves moves into Number 11 Downing Street, where the Chancellor lives and works, she faces a fiscal conundrum. Her party’s manifesto pledged “no return to austerity”, yet she is inheriting plans containing significant spending cuts, and her room for manoeuvre is limited. She’s pledged not to increase the four taxes that raise most revenue, and to retain fiscal rules that limit her scope to borrow. Squaring this circle won’t be easy. However, the situation is better than the gloomier prognoses suggest, and we’re still happy holding UK government bonds.

For the first time in 14 years a Labour Prime Minister sits in Number 10, in what is also a historic year for elections in general, with a combined population of more than four billion going to the polls.

Rathbones' co-chief investment officer, Edward Smith and head of asset allocation, Oliver Jones discuss the key themes shaping the investment outlook and some of the principles of long-term investing through the lens of UK equities.

A widely expected change of government may bolster UK sentiment, while the US election is on a knife’s edge.